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The QuickBooks integration (tagged Track Spend) connects your QuickBooks Online company so ClearSpend can import vendor spend — purchases, bills, and bill payments — and match it to invoices and receipts.
Read-only. ClearSpend reads from QuickBooks. It never creates or edits entries in your books.

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What you get

QuickBooks data works alongside card imports (Plaid) and invoice sources (Gmail, Drive). Most finance teams use QuickBooks for what hit the books and ClearSpend for proof and reconciliation.

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Who can connect

Owners and Admins can connect and disconnect QuickBooks. See Roles and permissions. You need a QuickBooks Online account with permission to authorize third-party apps for the company you connect.

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Connect QuickBooks

1

Open Integrations

Go to Integrations in the sidebar.
2

Find QuickBooks

Locate the QuickBooks card under Track Spend.
3

Click Connect

Click Connect. You are redirected to Intuit’s sign-in screen.
4

Choose your company

Sign in and select the QuickBooks Online company you want to link. One connection covers one company.
5

Approve access

Review the permissions and approve. ClearSpend uses read-only accounting access to fetch expenses and bills.
6

Run the first sync

After you return to ClearSpend, expand the QuickBooks card and click Sync now. The first import can take a few minutes for companies with long history.

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After you’re connected

Watch progress in the Activity log. The card shows last sync when a run finishes.

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How it fits your workflow

  1. QuickBooks brings in vendor payments already recorded in your ledger.
  2. Gmail, Drive, or upload adds invoice PDFs and receipts.
  3. Transactions shows whether each charge has matching proof.
That gives finance a single place to close gaps before month-end — without re-keying data from QuickBooks.

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Common questions

No. The connection is read-only. ClearSpend imports spend for reconciliation and reporting inside ClearSpend only.
Connect each company as a separate QuickBooks integration row on Integrations.
Not necessarily. QuickBooks reflects what is already in your books. Plaid and card statements catch charges that may not be posted yet. Many teams use both.

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